Paragon Wealth Strategies LLC
Legal Name: PARAGON WEALTH STRATEGIES, LLC.
Full Contact Details
Paragon Wealth Strategies LLC
10245 CENTURION PKWY N., STE. 106, JACKSONVILLE, FL
904-861-0093
904-861-0098
Other Info
Paragon Wealth Strategies LLC is legally known as PARAGON WEALTH STRATEGIES, LLC.. It is a FL Limited Liability Company. This firm has 7 employees, of which 5 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 30, 2014.



Direct Owners
-
JONATHAN NEAL CASTLE
MEMBER/MANAGER owns more than 50% but less than 75%
-
KAREN L RASMUSSEN
MEMBER owns less than 5%
-
MICHELLE LYNNE ASH
CHIEF COMPLIANCE OFFICER/MEMBER/MANAGER owns more than 25% but less than 50%
Firms Located Nearby
- BDO Wealth Advisors LLC
- FIG Capital Management LLC
- The Palmer Knight Company
- Riverplace Capital Management Inc
- Augustine Asset Management Inc
- Water Street Capital Inc
- ST Johns Investment Management Company LLC
- Life Planning Partners Inc
- Sanchez Wealth Management Group LLC
- Planning Solutions International LLC
Top Holdings
- ISHARES TR CORE S&P500 ETF $24,240k
- ISHARES TR $23,559k
- INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW $15,748k
- INVESCO QQQ TR UNIT SER 1 $14,877k
- ISHARES TR $14,876k
- INVESCO EXCHNG TRADED FD TR $13,732k
- SCHWAB STRATEGIC TR SCHWAB $11,421k
- INVESCO EXCHANGETRAD $9,683k
- ISHARES TR S&P 500 GRWT ETF $7,580k
- JP MORGAN EXCHANGE TRADED FD $7,339k